|
1
|
KCM Investment Advisors
Greenbrae,
California
|
$9.9M
|
-$106K
|
-3,803
|
-1%
|
|
|
2
|
Ameriprise
Minneapolis,
Minnesota
|
$2.59M
|
-$517K
|
-18,500
|
-17%
|
|
|
3
|
American Research & Management Company
Marion,
Massachusetts
|
$2.21M
|
+$291K
|
+10,400
|
+15%
|
|
|
4
|
Edge Wealth Management
New York
|
$1.39M
|
-$838K
|
-29,991
|
-38%
|
|
|
5
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$1.3M
|
–
|
–
|
–
|
|
|
6
|
Parametric Portfolio Associates
Seattle,
Washington
|
$1.04M
|
-$29.1K
|
-1,041
|
-3%
|
|
|
7
|
Davidson & Garrard
Lynchburg,
Virginia
|
$960K
|
–
|
–
|
–
|
|
|
8
|
Tower Bridge Advisors
Conshohocken,
Pennsylvania
|
$553K
|
-$22.4K
|
-800
|
-4%
|
|
|
9
|
|
$546K
|
–
|
–
|
–
|
|
|
10
|
Sunnymeath Asset Management
Red Bank,
New Jersey
|
$485K
|
+$489K
|
+17,500
|
New
|
|
|
11
|
Park National Corp
Newark,
Ohio
|
$365K
|
+$6.15K
|
+220
|
+2%
|
|
|
12
|
W.H. Reaves & Co
Jersey City,
New Jersey
|
$361K
|
-$14K
|
-500
|
-4%
|
|
|
13
|
WesBanco Bank
Wheeling,
West Virginia
|
$360K
|
–
|
–
|
–
|
|
|
14
|
Shapiro Capital Management
Atlanta,
Georgia
|
$292K
|
–
|
–
|
–
|
|
|
15
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$78K
|
–
|
–
|
–
|
|
|
16
|
Kelly Lawrence W & Associates
Pasadens,
California
|
$47K
|
–
|
–
|
–
|
|
|
17
|
Highlander Capital Management
Short Hills,
New Jersey
|
$28K
|
–
|
–
|
–
|
|
|
18
|
Sonora Investment Management
Tucson,
Arizona
|
$26.2K
|
–
|
–
|
–
|
|
|
19
|
Cribstone Capital Management
Augusta,
Maine
|
$17K
|
+$16.9K
|
+606
|
New
|
|
|
20
|
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
|
$15K
|
+$475
|
+17
|
+3%
|
|
|
21
|
High Point Bank & Trust
High Point,
North Carolina
|
$14K
|
–
|
–
|
–
|
|
|
22
|
WealthPLAN Partners
Omaha,
Nebraska
|
$9.44K
|
+$9.5K
|
+340
|
New
|
|
|
23
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$6K
|
–
|
–
|
–
|
|
|
24
|
SevenBridge Financial Group
Harrisburg,
Pennsylvania
|
$5K
|
+$4.86K
|
+174
|
New
|
|
|
25
|
West Oak Capital
Westlake Village,
California
|
$750
|
–
|
–
|
–
|
|
